See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,980 | $95,803-0.9% | $113,168-16.1% | $84,808+12.0% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 15.54% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,058 | $2,360-12.8% | $2,975-30.8% | $2,631-21.8% |
| Participant deferral / active EE | $4,571 | $4,242+7.8% | $5,107-10.5% | $4,212+8.5% |
| Admin fee / account holder | $1,921 | $8,989-78.6% | $12,068-84.1% | $7,344-73.8% |